- Assets going to the wrong people
- Delays in accessing funds or property
- Medical wishes not followed
- Family disputes due to lack of clarity
- The wrong person making decisions if you become incapacitated
Wills, trusts, and other planning tools give your loved ones clarity, protection, and peace of mind — without stress or confusion.
Most people put off estate planning because it feels uncomfortable or complicated. But without a clear plan, your family could face unnecessary court battles, tax burdens, or conflict during an already difficult time.
You don’t need to know what documents you need — that’s my job. I’ll guide you through the right tools based on your goals and family situation.
Here's what families shared after working with me during some of the most difficult times in their lives: